 We are ready to get started. Thank you so much for being early being the early birds for this webinar Today, we're gonna talk about giving Tuesday and you're in fundraising and I'm excited about the live critique I always love when they do that. It's just a pleasure to watch you grow From seeing your life fatigue. My name is Aretha Simons. I'm the webinar producer here at TechSoup Just want to go a little housekeeping for those of you if this is your first time We are recording this and you will get the video along with the slides within 48 hours If you need the closed caption, just tap on that CC button on zoom and If you have a question, please type it in the Q&A There's gonna be a lot of people here maybe we'll be able to grab it from the chat But we prefer the Q&A kind of help us keep us organized So I'm gonna turn it over to our guests. We have two special guests from Cosbot Rob Woo He is the CEO and founder of Cosbot. I'm gonna turn it up to you and thank you so much for being here Thank you, Aretha. Hi, my name is Rob and I will be sharing my slides. So let me get that working. Okay slides are up My name is Rob Woo CEO Cosbox. You also have here Jenna Notar Francesco She will be speaking in a bit I just want to take you through a few things over here and we're super excited just to talk about something that Really applies to the last quarter of the year, which is giving Tuesday and year-end fundraising My name is Rob Woo. I'm the CEO and co-founder of Cosbox. We're a digital fundraising platform for nonprofits I started this company 14 years ago because I love nonprofits. I love nonprofits. I love digital I love fundraising. So why not build a Fundraising platform that can help a lot of small and medium-sized nonprofits increase their mission that they do You also have on here Jenna Notar Francesco and she's going to be taking us through just a few intro slides as well as our session agenda Hello, everyone. As mentioned, my name is Jenna Notar Francesco I'm the current executive at Cosbox and I've been here almost well like two and a half years now Really enjoying my time helping nonprofits get up and running answering a lot of their questions and just seeing their campaigns thrive For campaigns, for example, like giving Tuesday and year-end. So I'm really happy to be speaking about how we can help optimize your end campaigns So if you're new to Cosbox, Cosbox is a digital fundraising platform And we are designed to help growing nonprofits thrive, as I mentioned, especially during this time during giving Tuesday and year-end by just making your fundraising easy We can house all of your strategies under one roof. That could be a donation form A fundraising site or a peer-to-peer site for your giving Tuesday and year-end and all of that can be done on mobile So directing people to one place for all of your CTAs is what we do best We also offer hands-on support in the form of one-on-one support with real live people So if you email support at Cosbox.com I will be helping answer your questions. So you get to talk to a live person or another member of our support team And we're here to just really help you succeed And then also with our top rated fundraising education You'll be able to browse on our website during in our learning section and find series of robust guides and templates and webinars such as this one To help you really grow your nonprofit by giving you the best tips and best practices for today So again, raise more with less time on Cosbox whereas typical fundraising software might be clunky or complex We will tidy up your fundraising and remove any barrier That might be in the way of your donor from processing a donation online Or your fundraiser getting up and running to raise funds on your behalf for giving Tuesday campaigns year-end fundraising And all of your donation forms year-round event ticketing Donation forms are optimized with today's best marketing technology including mobile wallets, which we've seen has doubled and even tripled donor conversion online for your one-time recurring gifts and pledges Through pledge now pay later. We also allow you to optimize your customizable donation receding and Allow you to cover the fees and everything's customizable For hands-free peer-to-peer. This is really hot right now Especially during this time when you want to get people up and running for again giving Tuesday year-end campaigns any other DIY or fundraising We help you do it in less time and completely hands-free everything self-service and mobile And so if you're interested, maybe you need a platform. Maybe you just want to create a quick Giving Tuesday or year-end landing page for your organization You can go to cosbox.com slash schedule a demo and you can book One of our recorded pre-recorded demos or you can even schedule a live demo with myself or a member of our team And we can talk how talk through ways that cosbox can help you get more gifts this year So All right, I'll take it. Thanks. Jenna for the intro Yeah, we we love our partnership with TechSoup where we're able to offer a discounted Rate to use a platform. So check that out on the TechSoup website But without further ado, let's talk about Giving Tuesday and year-end fundraising. So the Jenna for today is we'll go over some of the best practices around giving Tuesday and year-end campaigns Over the thousands and thousands of organizations that we serve over the past few years I will talk about some of the best practices when it comes to marketing communications and on how to help you stand out And we'll have a few techniques on how you can increase gift size as well To accelerate some of your fundraising your long-term fundraising That'll be the first 25 minutes. The second half will have 20 minutes of a live critique Maybe a little bit longer depending on how fast I can go through these best practices And then the last part will have an optional Q&A. So any one-on-one questions that you have So let's get started. Giving Tuesday is a day of giving. This year happens on November 29th on Tuesday After Thanksgiving and it's for all types of organizations It started out as a small movement of just a few campaigns a few organizations running And over the course of the past few years really grown to a really large scale and last year $2.7 billion was raised on causes participating and giving Tuesday, which is just an astronomical amount, but Just because there's a large amount doesn't mean it guarantees your success So you have to really think about well, how does giving Tuesday Fit into my year end or my q4 fundraising plans. How does it really help my organization? Is there a gap that I have that I'm trying to fundraise for or am I trying to engage my supporters so that They have something to participate in so think about the different reasons why you should be doing giving Tuesday or How you should be doing year-end fundraising My personal favorite is using giving Tuesday to tie in to a larger Story a larger narrative of year-end fundraising. So you can use that to kick it off To a huge start and then run it through your end To engage your supporters as well as to drive your nations towards your fundraising goals 30% of donations happen in december So there's a great tie-in where you have $2.7 billion that giving Tuesday being raised all the way to the largest Activity when it comes to fundraising throughout the year when you combine into something really special happens Now something to think about when it comes to running your giving Tuesday year-end campaign is that a lot of organizations are Silly stuck in this mindset of hey, let me just Hope for the best let me just spray and pray So what you don't really want to think about is when it comes to year-end fundraising given Tuesday Don't just assume success because you see that 2.7 million 2.7 billion dollar figures It does take a lot of work. It does take planning coordination A strong story a strong product and website in order to really drive a lot of donations to your organization Don't just rely on social social media is great But the reach of it may be diminished as other organizations are blasting things on social or Applying a lot of ad budget and ad spend on facebook or twitter or tiktok Whatever it is in order to drive more awareness and don't also do a general ask so You typically speaking if you're just fundraising for something in general We're focused and really understand what you're trying to raise funds for it becomes very transactional and it just falls flat What you must do is set clear goals Focus on the why and you really just tell these inspiring stories to really drive people to pay attention to you in order to Evoke some type of emotional response and some type of action So make it community driven So fundraising really looks like this on the left hand side where the old way It's just kind of the spraying and praying mentality this let me just throw it out there and hope for the best And sometimes you'll succeed sometimes you won't so the better way How we see it is that with your giving Tuesday campaign with your fundraising campaign really make it more personal Rely on this personal story rely on your network of advocates and supporters And get them to really go out there and share your story Or advocate for your cause or to do some peer-to-peer fundraising in order to reach new audiences to drive more donations to your organization So what kind of distilled this down on how you can run giving Tuesday and you're fundraising into basically four different buckets Uh as a checklist so use this as a way if you're taking notes Write down these four things over here on the things you really need to do and think about as to prepare for your giving Tuesday And your fundraising campaign. So we'll talk about specific goals and how you can write that So it resonates with your audience. We'll talk about how you can write your appeal We'll talk about how two techniques and you can do how you can increase your gift size And there's some tips on crafting communications as well as communications timeline And how you can launch a great fundraising website or landing page or donation page In order to convert the people who are really interested in your story to making a donation All right, so first things first Well is number one you want to set the specific goals and craft your appeal All right, so specific sales Uh generic fails I kind of made that up So basically what I try to tell you is that if when you're trying to fundraise as part of a campaign Will they be giving Tuesday or something else where you're fundraising the more specific you make it The more tangible you make it that the donor can really understand the more successful you'll be People love to donate to something specific because they know that hey my 200 my 50 bucks my thousand dollars Would equal some type of impact some type of outcome These folks are buying into some type of impact that you're promising them as part of your messaging as part of your campaign So here are some great example goals that we've seen in the past to demonstrate this For example goals typically are smart. That's an acronym just specific to measurable attainable. They're realistic in their timely So these are some example goals that really encompass that smart goal. So for example raise 24 Thousand dollars to build a new classroom So it has a dollar goal to do something And what does that yield it supports 30 new children? For example, another example is to rally what how many supports 100 supporters to provide 100 families with care packages So something really specific and really tangible so that you can craft a strong story against what you're trying to do Impact goals are really important like this because it demonstrates needs for your donors It tries urgency for them because then you can measure Your fundraising progress against a specific goal or to measure your impact progress against a specific goal But most important thing in my opinion for this is that having strong specific goals helps you message Your fundraising appeal as well as your social media posts Just all of your communications so that your donors really understand why they should donate From there after you have a specific goal Then you can write your compelling financing appeal So typically how we see this on a given Tuesday campaign Your end is some type of story that fits into a campaign website That tells people how much you're trying to raise What your goal is is basically your case for support really just digested and abbreviated into a digital format within a couple hundred words So think about this in terms of how you can do that And one of the things that's really interesting is that when we look at some of the metrics social media users who donate 56% of them said that a compelling story is what really motivated them to make a donation So typically when I talk to nonprofits running a campaign the bulk of your time should really be spent on figuring out What is the best story that you can share with folks in order to tell people How you can solve some of the social problems out there A good story will put a face behind your Your cause so typically speaking focusing one story on a specific individual that you help or a specific win That your organization has done throughout the year would demonstrate more results than being generic and being brought When it comes to your financing appeal you want to communicate what you're trying to accomplish When it comes to your fundraising campaign and why it matters For donors to participate as well as how folks included take an action. So it's kind of a three-step process of your goals How people can participate and then very lastly what action you want them to take you want them you want that to be specific So whether it's making a donation sharing your story or participating in your peer-to-peer campaign Kind of whatever it is just being very clear on what to ask is that you want folks to do So here's an example About an ask is In 24 hours we're raising $24,000 to provide 24 kids For the opportunity to go to school. So this is kind of a variation of those impact goals, but then you'll use this This that goal language and you'll adapt it to more of a messaging that you'll share with your donors in your audience another example is To take a stand with us and to donate $24 or $240 today So being really specific in terms of a dollar amount You want folks to donate and then showing them that the impact that you'll they'll create is to provide 24 kids with an opportunity to dream All right, so first thing you want to do is have a great story Adapt that to your your fundraising appeal. The second thing you want to do is think about how you can increase gift size so Mashing gifts when it comes to a campaign typically result in a 51 increase in an average gift size So it demonstrates huge results What we've seen on our platform at Cosvox is that folks that have a matching gift as part of their fundings and campaign tend to To reach their goals as well as exceeded because their individual donors Are really excited to participate in a matching campaign when their donations can be doubled So in order to secure a matching gift you can partner with a major donor or you can partner with one of your corporate partners And it's it's great because especially if you're working with a corporate partner then it allows you to Raise awareness about their brand or their organization Which is a huge thank you as well as something that a corporate partner would really enjoy as a benefit You can also look for matching gifts from your board members for their annual give-gifts for example a major donor who who has every year participated in your annual fund or You can just reposition a gift that you already know that you're going to get And communicate with that donor to see if it can be repurposed as either a micro match Something that happens just within a day Or if it's a large gift then something that happens for the duration of your of your year end campaign The second technique that you can use to increase gift size is to focus on pledge donations So we ran a study over here at Cosvox last year Where the study found that uh people who organizations that offer pledge donations to their donor base They are more likely to increase their gift size as well as a gift frequency So what we found is that with pledge donations anyone Percent of respondents would increase their gift size, which is a huge huge amount So instead of just relying on one-time gifts or recurring gifts that just never end A donor's really prefer something that they can say hey, this is the amount I want to commit to let's say a thousand dollars and let me break that up into four payments So in fact it matches my budget and my cash flow instead of have something that goes on forever One of the things that we offer here at Cosvox is this idea around pledge now and pay later Where folks can make a pledge through your donation form And then they can pay over time by breaking up into different payment cycles The easy thing for organizations is that it's easy to implement You just flip a switch on your donation form on Cosvox And then there will be something that you can just have automatically And all the payments would be done automatically. There's no follow up needed from Organization staff everything is just done through the system And then donors can manage their payments see their payments get receipts and you can send this out to Not only your donation form, but also your year in and given Tuesday campaigns So this is something to really look into if you want to increase gift size The third thing over here when it comes to your given Tuesday year in campaigns is to think about crafting your communications So in fact the communication really includes this idea of a strong story So we really talked about this in point one to have a clear goal have a clear story So you can use that story to write a compelling fundraising appeal But you need to take this idea off Out to all of your communications. So having a clear impact having something urgent having something specific Is really important when it comes to communications But in addition to that having a specific timeline day you can organize your team around is important to so One example of a timeline is Is kind of a section over here on the right where What you can do is you can start either with a spreadsheet or you can start with Just even with bullet points and work with the team to figure out. Okay What are the communication touch points because what you don't want to have happen is to have too many Channels going on and to oversaturate your list or oversaturate your base You want to use different channels of communication such as email and social media tie that into a timeline So that then you can clearly see what is the sequence of communications that we need to work on What is the narrative that we're really telling and how are we touching on people So that we can get them to convert to make a donation We do have a suggested timeline here for you giving Tuesday year in campaign It's broken up into the last quarter of the year. So October November December Luckily today we're in early October. So you can still map out certain things you need to do for October The biggest things over here is determine your goal Which we talked about determine your messaging It was such as the stories you want to tell and then map out that timeline So we have an example timeline here That you can look at but really map out a timeline of how you want to communicate through the rest of the year Then you can begin developing your funding site your video and all the promotion assets to figure out Okay, what are the messages we want to tell how do we want to tell them and how we want to slot them in From there, you can send out communications to your supporters What I typically recommend is kind of gathering a core group of supporters So that you can really test different messages out to see if they resonate with that and getting some honest feedback You're running some surveys. So you have a better idea of what is really hitting home and what is falling flat And then you can even ask these folks who are participating your key supporters If we're doing peer-to-peer fundraising to recruit them as a peer-to-peer participant Or they can even just be promoters where You pass on a toolkit for year in fundraising or given to you as a and they're using their social channels And becoming ambassadors for your organization when it comes to promoting your message In November, you want to launch your fundraising website So make sure you have something up and running a campaign site or a donation page And really testing it out to make sure once the rush comes that It's it works flawlessly You want to begin rallying your fundraisers and partners together as well Informing them that you're running a big giving Tuesday campaign or running something for year in fundraising And then it begins to promote heavily one week ahead of July 29th. So put on your calendar Sorry, November 29th. So put on your calendar November 22nd as part of your heavy promotions So you can begin rallying your base around that And this number how you can tie this in is after a given Tuesday campaign You can send out messages to really celebrate the impact Of what folks have accomplished showcase that to your supporters and then tie it into additional fundraising appeals Towards the year and to continue Reaching your goals one of the things we've seen on Cosvox that folks do a lot Is to have a given Tuesday goal a given Tuesday fundraising website And then to repurpose it for year in They'll remove some of the given Tuesday logos to update the fundraising appeal and they'll increase their fundraising thermometer By by their fundraising goal in order to just carry that into your hand When it comes to giving Tuesday specifically, we do have this broken down, especially in the month of November November 1st, you want to launch a given Tuesday campaign or You're given to use a fundraising site or a campaign giving page and they're really around Mid-November is to send out the initial emails Kind of seeding your community about what you're trying to do On November 20th, you can send an email of appreciation and thanks to community About what's going to come up next. So it's always helpful to appreciate folks for opening your emails as well as taking action And getting them ready on the 28th. You can send an email That outlines how you communicate can you get involved tomorrow? So really bullet pointing out what are the steps you can take such as sharing on social media Making a donation or setting it to one or two friends directly So you can add that in on a day a given Tuesday, November 29th You want to send out an email outlining your appeal? And then you can promote throughout the day and then at the end of the days You can send a follow-up email if you're to thank folks for making a donation or to do one additional push in the evening and Late in the evening you can send a follow-up email to those who haven't supported the campaign yet Asking them for one last ask as a retargeting campaign End of the day after you can send a thank you to your base. So we have this In the slides that you can take a closer look at it. We will be sending the slides out After our webinar today so you can take a deeper dive into the specifics here Creating campaign assets is also very important too. So you have your goal, your fundraising appeal, your timeline All your communications. You have all this planning done What you can also take a look at is then drafting some of your social posts your email messages your funding site A lot of this can be repurposed. So it doesn't mean you have to create a new content for your fundraising site the new content for your social media posts a new content for your emails What you can do is you can take elements out repurpose it and abbreviate it shorten it for social for example Or you can link in it for an email So it's really creating one message and then taking different angles on that Another part that folks ask a lot about is their fundraising video Now what kind of video they should have if they should have one we don't we don't See that a video is absolutely necessary If you have the time to create a fundraising video didn't do that If you don't have the resources or don't have the time to really focus more on the message and the words on the page Because the compelling story Doesn't really matter how it's delivered the story would be compelling if it's compelling And people will read it and click on it and make a donation if it's compelling So make sure it's compelling first if you do have the time focus on the video Email promotions is one of the most important things We believe that email promotion is actually more important than social promotion because email promotions gets more reached from a list that people have Explicitly opted in from so we do have a guide and template us on how you can write different emails Basically just copy and paste a lot of the emails into a newsletter system and then you can send it out So take a look here. We do have a link here. Jenna will share it in the chat So that you so you can just download these free email templates to use Right number four You want to launch your fundraising website? So fundraising website is actually one of the most important things a lot of folks when it comes to give in Tuesday To do this hard work of creating a great message finding the story creating all these assets And then what they're directing folks to is just a generic Donation page that they use throughout the year. The problem with this is that it's not really measurable You don't really know Based on all this work you're doing if all that work is leading to Some results or if folks are just going to your website and making a donation because it's your end So one of the things you want to measure is either spinning up a special donation page for all your efforts Or using a campaign site that's more compelling that can include a video or images Or include a strong story and fundraising monitor to really encourage folks to make a donation A dedicated page always works better Because then you can tailor your story instead of having to direct folks to your website or they have to figure out where to donate So we recommend having a campaign site and that's one thing that Cosbox can offer You can create campaign sites on our platform within an IT person and it's just out of the box The other thing that wants to encourage folks to look into is this idea around peer-to-peer fundraising So typically peer-to-peer fundraising is a way for participants to create personal pages So that they can share this with their friends and family This will really help you cut through the noise of giving to use it when other folks are just posting on social Other organizations having a personal story from someone who supports you throughout the year Is a lot more powerful than having a story that comes from the fundraising staff that wrote it We typically see organizations that use peer-to-peer fundraising on our platform race twice as much as organizations that just rely on a donation form So Looking to peer-to-peer fundraising would be a great way to tell your story in a different way as well as It helped increase the amount of donations you get through your giving to use a year in campaign Brands have seen a decrease in 20 to 50 percent on facebook for example So this is another reason why peer-to-peer fundraising is really powerful because you're using your supporters personal facebook Actions so they can post it on their social so that their friends and family actually see what's going on When asked 85 percent of donors prefer being asked by friends and family Versus a direct ask from an organization So if you've been doing a lot of work in terms of cultivating community or engaging with donors using peer-to-peer fundraising would be an easy way to Convert a lot of new donors to your organization for your end. All right So um I think that's it for some of the best practices. I think now we can move on to our life critique. So today we went over uh The importance of giving to use a year in fundraising We went over some of the checklist of the four things you want to take a look at my my personal View on this is to have a compelling story Something that can really help you create the messages that resonate with the audiences And then having a great fundraising website and a compelling peer-to-peer page to drive more donations to your year in fundraising All right, jenna. Let's do the live critique All right, thanks ron. Let me uh share my screen real quick If you start sharing your screen, I think I could share mine see now the interesting thing I I was looking through your submissions and I think the interesting thing is that maybe some of you most of you don't actually have a Dedicated landing page for giving Tuesday at your end. We actually received a lot of general donation landing pages website landing pages So let me just do a few example giving Tuesday in your end campaigns and rob Please feel free to jump in with your critiques as well and then we'll do some of the general website donations as well So this is my first example that I really love Fiverr's children foundation does a giving Tuesday campaign on cause box every year And I love how they put the the giving Tuesday logo right in their header They really customize this very nicely. It's very aesthetically appealing and and captivating and You know in such with their hex colors and their highlighted donation button. I do like that they are Really speaking to the specifics as rob said so what specifically does my donation do what does my $50 do And so they're very specific in the type of programming that the donation provides. So I chose this I chose this campaign for the specifics of of their mission I think maybe something that could be improved if they were looking to optimize for more donations Maybe just like a specific voice coming from their Their efforts, you know somebody who they've impacted specifically maybe a testimony a quote A personal story as rob mentioned personal stories are always really impactful But all in all I think that you know, they really speak to what they're asking the donor what they're asking of the donor And so that's why I like to highlight this campaign I don't know rob if you want to add anything or I can move on to the next Cool So our next Giving Tuesday year-end campaign is from Piedmont Casa and Again, they have really nice graphical display here. You know, they're they're custom graphics here I selected this particular Giving Tuesday campaign because of two points They did like this hypothetical like storytelling in the beginning that Told the story of this young woman who turned 18 and how, you know, she's shielded from the wind in the rain And this is this is like a theoretical story of, you know, one of the women that this organization benefits and helps foster children after From between 13 and 18 and then they're still Continued to work with these individuals up to age 21. So I like the storytelling here. I think it's compelling And then on top of that they do have a matching challenge, which they've highlighted on this right hand column, which is Really incentivizing I think for donors So, yeah, I just I think that they did a lot of specifics here and also great storytelling and on top of all that Their communication. I think overall about their work during and after the pandemic is really important too They've also used peer-to-peer here. So I just wanted to point out the ease of use here for peer-to-peer and fundraising pages They did these this custom graphic personal Profile image and then defaulted The text here so that all of their personal pages could be drafted with the same language And then each individual fundraiser can personalize that detail as well as their funding goal Um, yeah, so I did have this other season of giving Campaign just again briefly highlighting if this is not, you know, giving Tuesday specific but Year end in general. So if you wanted to do something more holiday or year end related, you could also spin up a quick Campaign like this on pause box. This was a virtual event. And so they created a really great Video pre-reported video and had people participate at a specific time um, I think Yeah, I think that uh, again, I would have liked to see a little bit more storytelling and specifics about how Adulterers funds would be used, but they did some general information here uh how how much they've been able to assist people monthly and um Yeah, I think overall just a really great campaign As well as using peer-to-peer on top of this to Allow for their table captains to be virtual table captains and really get people motivated that way um, so yeah, I did mention that a lot of you submitted Your general website donation form, which is great. We can definitely go through that here today I know we did a similar life critique on text before so rob and I are gonna get to work here We have our first critique submission from Fort Richey Community Center Thank you for submitting by the way everyone who submitted So what I really like about this donation landing page is first of all Your donation form is very visible. So the donate button is very visible It's highlighted in a different color from the rest of your cta's at the top And then when you click on this button, you're You land here Which is nice. Um, really some standard information about your organization Um, explaining what your donation does when you give it when a donor donates and then um, it The form is found a little bit lower on on the page, which I think ideally maybe if it was bumped up At the top more at the top of the page would be a little nicer Just have it right away in your donor's view, but The donation form is embedded which is a plus really love embedded forms versus linked forms I think that this is right off the bat setting it up for success And then we have some different giving tier options These tiers don't have any specific way to define the impact that the specific donation is making So that's just a suggestion. Maybe to think about maybe adding some descriptive tiers And then in addition to that Let's see if I can go through and see how the process looks Okay, some quick content Contact information, which is fine. And then I think once we go through I'm not sure you'll might want to just double check if your form has mobile wallet options or if it's a A manual input of credit card debit card, but I think overall this is A really nice form. I like how it's situated next to All of the ways that people can contact and support your your organization and also Some recent activity With these recent new posts Yeah, yeah, I think this is a great example I like kind of how it's very clean, right easy to navigate and there's a lot of interesting information on it One of the things that I was thinking about is So I would assume because they have kind of this offline mailier check donation Up on the top then they're being responsive to their donor base So I would assume that most of the donations probably come in through check donations if they have it on top But one of the things you do want to do is you want to prioritize the way that people want to give And then presenting the options In that specific order. So if if that's how folks want to do it Make a donation then I think having to address over here is a easy way to do it One of the things that will add to it if they are expecting a lot of offline donations is to provide some type of PDF form that folks can fill out for example Not only can they send a check but then if they want to complete their donation Through an offline format Then they can fill out a form and send it in and then someone from development or funding can help complete that So that's one thing to consider I think one of the things that I thought was really interesting here Is that they do have an embedded form which is a good A great best practice and they have kind of like this little story up top about how they can You're helping kids local kids. So it's kind of like A continuing of this first statement on their donate But I think I will love to see that build out a little more about okay Well, we're helping the community we're helping kids. But what does that really mean? What is our impact so far and how as a donor if I donate $50 or $100 or $1,000 How many kids would that help why what would help that help you accomplish? So kind of presenting that story over there and even tying that into some of the tiers like giving So that I know hey if I donate $200 it can help One or two kids or with whatever program in my community center that could be really interesting The the last thing I have here that I think is beneficial is that folks do see donations come in through amazon smile On the on the right hand side over here, but I think it's good to think about okay when someone goes to the donate page What are you really trying to accomplish? Are they trying to Make sure they can donate their amazon purchases as a commission to my nonprofit Or are you really trying to send in a check or are they trying to make it only transactions? So thinking about that action and they're presenting the options there. So I think amazon smile is great, but typically in our On donation pages. We actually don't really see that on there. We see that more in a support area Where folks can do amazon smile they can like donate goods they can like volunteer for example as like other ways to support their organization. So What we don't want to do is clutter your donation page So that's something to think about when it comes to laying out this donation page And then very lastly, I think it'd be really great to have something given to you say or You're in fundraising specific Either have a special page for that so you can tailor the language so it can resonate with the messaging that you have on your campaign Let's move on to dish relax kitchen Good food and good people. I like that little slogan And so this is a looks like your website Donation landing page So I love how, you know, it's kind of just like open and very inclusive language Trying to encourage people to give any amount that they're able to And then there's a nice donate button like very visible With a brief explanation on You know where the donations go. I think You know similar to every other example, you know, if there can be a little bit more discussion on, you know, what's specifically the donation Will do for the drk grant program What what the monetary assistance to restaurants is practically I think adding those details are always nice And then if I select the donation button here See where I am. I have lots of windows open on my screen So I see a donation form. Um, but it looks like I have to Add my email in order to continue two steps to bring forward to process the donation, which um, you know, if I don't already have an account then Or if I don't want to add my email per se for Say I guess I can just Let's see. Oh, it lets me go through pretty easily. Okay Um, but it looks like you do have an option for signing, but this looks great your contribution. Um, so the $15 great. It tells us, um What how how much hours of labor for each restaurant are for each for a restaurant for each tier I like that a lot Um, and then let's see what the payment information. Um, we have credit card input. We're pretty standard. Um, yeah I think the only thing I might change here is just, you know, including some mobile wallets I think also I'm not sure if this is more of a linked donation form But if you can actually put the donation form like right on the page here, maybe that's kind of that would be nice as well um, and then again just adding that additional language around, you know, the kind of impact that you've maybe the kind of impact we've already made and um Again, those specifics that you added in the tier descriptions would be nice online page to I don't know Rob if you had any other suggestions I think you hit on a lot of them. So I think this is a great start for a donation page I like how it's clear in terms of visually it's the green You see the green against the white and you don't have to hunt for it. So I think that's great But adding your suggestions that you made it would be impactful and driving more donations I think the only thing that I saw that was a little off was when On the donation form It said the R the RK 1k grant. So That might be a little bit confusing to donors if they don't know what that title is Basically, donors will look at okay. Well, what am I donating to? So I think maybe what happened here is that that 1k grant was something specific or maybe it was a campaign they're running So, uh, if you're doing this Same method for year and fundraising, then I recommend just changing the title So it's a little clearer or if you can you spin up a different donation form or a different donation page to drive donations for For those fundraising initiatives so that it doesn't get confusing for donors Hmm great point there. Um, great Uh, we've got St. John's united next and I believe this is also a general landing page for donations Um, I love, you know, this top language here. You're giving hope dignity and love locally Um, love that love the image love the really great vibrant colors for your donate button um Some more information about the organization is really nice Uh some incentives for when you join Uh, the society is members. So there's some like membership information, which is nice and then General campaign activity. I think You know when I come here, I guess I just wasn't exactly sure, you know, if this is connected to a larger campaign or Um, if this is a campaign landing page and then if I donate Let's see Yeah, so it looks like it's a another type of like linked donation. This is maybe not your direct website, but um Yeah, I mean, I like the form. I mean, I like the the graphics and the title here Um, I think as always mentioning, um, you know adding descriptions to tiers can tie more donation Tie the donation to impact and provide a little bit more Understanding to the donor like what what they want to do. It takes away some of the burden of figuring out what Donation amount they want to give Um, and or just let them know what kind of change they want to make Um, we've got specific programs of care, which is great I think the other thing here with your frequency is that you could add pledge values which could You know optimize for larger gifts long term Especially if this is an ongoing donation form or campaign Um And then you've got mobile wallets, which is great. Uh, yeah, so I think Um, I think again as rob has been mentioning just adding more specifics on what What the donation what kind of impact the donation is going to make I don't I guess I don't know specifically what hope dignity and feeling is or like what the hope dignity you love I don't know what type of people are benefiting from my gift or how So I think just having more information around what your organization does locally And who I'd be helping as a donor But overall really nice work. Yeah, a lot of great things about the page. Um, as well as how it's done, so See we've got another uh donation landing page supercharger mission our mission and like that little catchphrase I like a little bit of this description here about what your organization does Before you get to the donations here And then similarly I as a donor, I would just love to see more um Impact tied to the donation tier. I see you have some different frequency options If you want, oh, it definitely considers a pledge now paid later option to um help a donor Commit to a specific amount long term instead of something sort of like without an end in mind Um And then of course, um always be sure to add mobile wallets if you're able to um, so that the donor can Use their safety method quickly Uh for a faster transaction Um, so yeah, I'm not sure this uh, if this is exactly connected to A website or if this is just a stand phone standalone landing page here Um, but pretty pretty simple very straightforward I mean, I like the the efficiency of it Yeah Um, I think maybe we'll add time for one more then we can shift over to your questions. Okay, cool So we've got voice buffalo Shout out to upstate new york and from syracuse Uh, but yeah, cool. This is great. Um, I love the image here or something, you know thought provoking and then we have the donate button That's very visible So when I click the donate button What happens what happens? I get a nice embedded form not linked always my favorite Uh, and then a nice description about your work on the side Uh dismantling systems of oppression Um, so this I mean by virtue of the nature of your organization, of course is very compelling. Sorry. I got redirected here. Um But yeah, the the donation form is nice We have some different recurring options always again consider pledging and consider a way to Add more description around the type of impact that the donor is making whether it's maybe detailed more on the side Or within your tiers here um And then what is this? Oh, so just a an easier way Donors are already signed in um Yeah, so I guess it's basic, you know contact information and then it looks like you're able to contribute very quickly Um, so I guess the other the only other thing would be adding mobile wallets for a faster transaction here Yeah, I think we've seen a lot of great examples of forms I think the one thing wouldn't when we apply when we think about like given Tuesday and You're in fundraising is I think there's a couple different approaches that people can take They can either customize their existing donation page. So it has more compelling language About whatever message they're trying to tell for the campaign So that's one way to do it and then adjusting some of the donation tiers that folks have In order to match the story they're trying to tell so I think that's one way to do it I think the other way to do it is to Think about okay, do we have The ability to create like a campaign site or a fundraising site in a landing page so much some of the examples that you share Jenna As well as from I think the st. John's has a landing page So being able to tell a more compelling story having something more visual that's only specific to the campaign being run We typically see more results from the the ladder So folks who have a tailored campaign site tailor language So if that's something you can do either on your website or using a different tool On or a campaign site fundraising site, then you'll see more results All right, we have a ton of questions. So And we have limited time. So as always This is this is this is a hard one. So what kind of question should we go through Jenna? The one time Q&A please Okay, Q&A. So if you do have questions I know a lot of folks have typed in questions in a chat and there's a lot of people chatting So if you do have something a question Then please put it into the Q&A and then we'll try to run through this as fast as possible. All right So Justin asked when it comes to securing gifts for major donors for matching. Is it best? Is it a best practice to establish a contract or more of a gentleman's agreement? Okay, so this is interesting because we've been working a lot or I've been working a lot In my headspace of with major gifts and basically there's two ways to do it some organizations say hey We don't want to do a gift agreement when it comes to major gifts We just want to have a email confirmation Just a documented trail of a conversation through email for example, where they can produce to The donor at a later point to keep track of hey, like you committed so you should pay It's really up to you typically speaking if you're trying to get financing for a capital campaign You want to get some type of sign pledge form or a sign gift agreement with the pdf e-signature or signature with that amounts clearly laid out If you're doing more of an annual fund or if you're doing something that's not That doesn't require a third party financing like from a bank to build building Then you can probably get away with more of a gentleman's agreement of something documented through email or a screenshot of text messages Or summary of phone call Isn't really the best way to do it having something more documented in a paper form like a form is typically best But sometimes organizations don't want to do that because their donors are turned off by that There's no general rule Another question I have is from Susan She's asking I've seen other webinars suggest that you share the progress to you to give in Tuesday goal I 100% agree with this because people want to see how much you're trying to raise What is your goal and how much towards your goal? Are you There's an effect where people want to see that fundraising demometer because you're 50 percent there or you're like 5 percent there and they want to just make that additional contribution to get to the next milestone So I agree that when you're running a given Tuesday campaign or even a year and have a progress goal have a fundraising demometer All of our campaign sites on cos box have a built-in fundraising Demometer, we also do have a free resource. It's called the fundraising demometer I think you can search fundraising demometer with either one or two on google Where you can just input your goal and then there'll be a fundraising demometer that you can just copy and paste Into your email or whatever you're using so Definitely use a fundraising goal The boss museum Uh, you guys are in texas. So I like you As would you suggest going to matching partners with the asset of a gift or a pledge? Yes, so 100% using matching gifts as a way for a campaign Is especially for folks who can donate a larger amount like your partner like corporate partners or Major donors is a great way to increase Some of the smaller value donors Give size donors so that they are incentivized to make a donation because it increases their donation amount. And so Definitely go with that K is asking How do you embed a donation form? in your website So this is a complicated question k There are a couple of ways to do it Typically speaking you can either embed that form directly on a page on your website Or you can just link to a separate page Whoever's providing your donation form your donation page or whatever software you're using Whether it's your crm or something like cosvox where we help you create donation pages and forms You want to look at the settings of your donation form? And typically there's an option for you to copy and paste a piece of code Into your website so that that form just displays onto donate On your website itself a cosvox during the setup period There is a section related to embeds on us on our platform where you can just copy and paste some code Of your form into your website and it'll just display on your organizations webpage Follow-up question is the The benefits of an embedded donation Forum on your site versus a linked form Typically we recommend an embedded form if you have the capacity In time to embed it because it's easier for donors when donors go to do any page on your site Then they can see okay. Let me just fill this out and make a donation drill on this page Versus them clicking on something and being launched to Open any window or a new tab and then they have to figure out. Okay. Now. Let me fill this out So typically we do recommend from a donor experience. It's easier for donors just to Be on the page. You want to make a donation and then make a donation Another question we have is can you expand on what specific tools You give to your fundraising Peers for peer-to-peer fundraising. All right. So we have a whole resource on this and how you can activate your community for peer-to-peer fundraising One of the resources that I really like is our fundraising toolkit So after you launch your peer-to-peer fundraising campaign site Or you turn on that setting on your campaign site for your fundraising Then you can even you can give your supporters a it's essentially a PDF of hey, here are some Messages you can share. Here's how you set your fundraising goal. This is what we're trying to accomplish It's essentially a small toolkit that you can hand off to one of your participants So they can get really excited about doing fundraising for you. So they know what to say and how to say it so I definitely recommend that and Jenna will paste it in in the chat for you Mobile wallets. So Jenna mentioned a ton about mobile wallets What benefit of a mobile wallet? Okay. What is a mobile wallet? A mobile wallet is something like PayPal Apple pay or Google pay or Venmo. So there's essentially There are probably services that store people's credit cards and debit cards onto their device or browser So that they don't have to pull out their wallet Figure out which card to use enter in 16 digits plus the ccv code and expiry Essentially, it's just saved in your browser or your phone Like through Apple pay or Google pay so that you can just verify on your phone And then all that stuff is pre-filled and donor can make a donation within a few seconds instead of a few minutes This is something that we integrate into Coswalks so That's a common thing. So you can look into that or if you're using Your existing donation form then they may have a feature that does this as well. So looking it out to help donors make a donation Jason is asking if we're starting a capital campaign Should we have a separate page for that or our regular donate page? So We've been doing a lot of work on capital campaigns as well. So we'll let the chat about that Jason But essentially the best practice when it comes to a capital campaign is To have a separate campaign site where you're telling folks debate. What what am I trying to build? What is the budget? What's our case for support? What are our naming opportunities that are available as well as how much are we towards the goal? pledges plus donation fulfillments in a progress bar So that's something that we can support on Coswalks since we're building towards capital campaigns over here But if you don't have that ability then yes, you can use your regular donation page But then if you're able to make a copy of it Specifically for your capital campaign. That's a good approach where any donations that flow through a capital campaign through that donation form go towards a capital campaign so you can have easy reconciliation Or easy attribution other things you can do that's a benefit for doing that is then you can set specific donation to your amounts because A capital campaign donor is going to donate a lot more than a small gifts person through given Tuesday How to be successful at peer-to-peer fundraising. So peer-to-peer fundraising We have a ton of resources on this too, which we'll paste in We do have a peer-to-peer fundraising primary that takes you through how you can do it If you're looking for more tangible technical stuff, then feel free to look at one of our demo videos That takes you through a few examples of how to run a peer-to-peer financing campaign You can also go to coswalks.com slash blog and I would say maybe like 30% of our resources on there are about how to run peer-to-peer fundraising let me see We have a few other questions on peer-to-peer. So let me just expand on that for another minute With peer-to-peer fundraising, it basically allows your supporters to create their own personal pages And what if you remember in the beginning of our presentation, I talked about how it's not about the organization just blasting their message out to your audience It's really about how you can empower other folks to share your story So one of the ways to do that is to give Your supporters whether they be volunteers, board members, or just people that are our donors To be able to create their own personal page so they can have their photo their name as well as a personal story And they can use that page and share it with their friends And they have their own fundraising goal, fundraising thermometer, and people will be donating to their page which you get attributed to your organization Your organization's campaign. So that's one way of running peer-to-peer fundraising And it's really powerful. Traditionally you see peer-to-peer fundraising being used for runs, walks, races Virtual events, things like that, but you can also tie that functionality into a given Tuesday campaign or a year in the campaign Well, more questions. So let me see We'll take about five more minutes Okay, great Suggestions for finding corporate sponsor or matching gift for giving Tuesday Okay, finding matching gifts. So it's always good to start small So you can see here is is better to secure many matching gifts than to aim for one giant whale so because the idea is that Individual donors to donate small amounts that get really excited when there's a matching opportunity So the more opportunities you have the more donations you'll get So it isn't always specific about one just big matching donor So in order to do this you kind of want to look at Who's really support your organization? So you can look at your board if your board has a give-get requirement Figure out the people who haven't fulfilled that Who are kind of missing a gap and ask them? Hey, can we repurpose their gap towards a matching gift for giving Tuesday? So that's one way to do it. Other way to do it Instead of looking at your board you can look at your existing donors So whether folks who donate to your annual fund or folks who are just major donors However way you want to find people to plan in different ways if you're small or A major donor or someone who's doing is a thousand bucks if you're more of a mature organization A major donors is someone who doing is $50,000. So it really just depends on you Take a look at a short list of your typical major donors whoever they might be and ask them. Hey Would you consider making your donation your gift this year? A matching gift So those are two ways that you can go about it that Most organizations should be able to do great. I think we have one time for one more question Let's see We have one from Andrew. How do you how do you best get sustaining? Gna donations General and administrative donations That that one's hard To be honest because most most small donors just want to donate to programs and not to gna so typically speaking We we recommend that if you're you're looking for gna donations start up an annual fund A type of campaign that's run throughout the year Where the donors know that they're donating to general unrestricted Other way to do it is you can build in gna into some type of program budget I think a lot of organizations don't do good enough job of doing this where They think programs are programs and programs that run themselves without any type of overhead So when you're doing a costing when you're doing your budget for any type of project or program or initiative campaign, whatever it is You got to build in your gna overhead. Otherwise, that's not the true cost of funding our program If you're able to do that when it comes to your costing and budgeting then When you're raising funds for The campaign a portion of it will go towards running whatever needs to be run. So those are some of the things I recommend It looks like we're about time we do have If you do if you did submit just in summary, so all of us The slides would be sent to you by ritha or by techsoup. So you'll have that If you do have any questions on giving to you say you're in fundraising donation form I know we didn't get to all these questions and I always hate this part of webinars Where we can't get to a lot of these questions feel free to reach out to us You can go to our website coswalks.com We'll paste it into the chat or you can contact us support at coswalks.com We can arrange a one-on-one time to chat with you Or you can check out some of the resources that we have we have a ton of templates ton of guides It's been 14 years developing a lot of great education. So you can go to coswalks.com slash blog You can subscribe to our blog. We have a weekly newsletter that goes out with five funders and resources A lot of the stuff that we're pumping out and sending out for the rest of the year revolve around giving Tuesday Give what you say planning guys you're in fundraising Major gifts as well as capital campaigns And my last oh my last ask is that I'm looking to chat with a lot of folks who either have experience doing major gifts Or looking to do a capital campaign since we're developing Additional tooling over there. So just for research purposes If you do want to chat with me then I'd love to get in contact with you You can chat with me at rob at coswalks.com So thanks so much for everyone's time. Hopefully this was helpful If you have any questions, we'll be more than happy to help feel free to reach out